The DQYDJ Weekender, 5/9/2021

May 9th, 2021 by 

Happy Sunday, folks, and Happy Mother's Day!

We haven't talked informally for a bit, plus I've got a few updates for you – no better time than the present, right? Let's get into it.

Equity Return Calculators

I just finished a massive update to the backend of the equity return calculators. That's the following series:

I've pruned some older stale tickers – think buyouts, ticker changes, bankruptcies, closed funds, mergers, exchange changes, and the like. The tool will also now auto-prune old tickers.

Second, I ran through and added tickers that the tool wasn't currently tracking. Here you'll find ticker changes (and SPACs!), spinoffs, IPOs, and similar. 

I wasn't able to automate this process yet, unfortunately. There are many older rights, warrants, and other instruments in the data I have to remove manually. When IEX brings back a corporate action and IPO endpoint, I'll automate these, but for now, this has to remain a manual process.

Finally, I took a look at data errors and splits. Half step here, but it's a big one: I added a web form to override a ticker's historical data when we hit errors. 

For recent data issues, I'll get an email. If you see tickers with historical data issues (say, 10+ years ago), send me a note plus the ticker and I'll take a look. (I don't know I'll ever be able to automate this step fully, but this saves me a lot of time over writing manual scripts, haha.)

Oh – and it's still free up to the rate limit. So, check the tools out and enjoy!


My friend – and fellow Bay Arean – Michael Mechanic recently finished up his book on the super rich, Jackpot. He traces how the wealthy really live, plus looks at their habits – and legacies.

Check it out, here

(Oh, and if you check the footnotes, I bet you'll be pleasantly surprised by what you find in there!)

Happy Mother's Day!

On the personal side, we got the Johnson & Johnson COVID vaccine after it was re-released here in California. Even with my purported numeracy, I'll still be watching for clots for a few weeks, of course 🧮. 

We haven't been on a plane for a bit, so we're looking forward to swapping road trips for Boeings.

I don't think I shared it here, but we adopted a dog. Meet Otto:

Otto Smiling

Only some of his DNA came back recognizable when tested. He's primarily a German Shepherd with a bunch of Husky... and somehow, some Rottweiler (didn't see that coming!).

I've got a bunch more calculators coming to DQYDJ – I'll send some of them to the list, but the smaller ones I'll skip. Watch the calculators page if you really want to see everything... but some will be foundational.

I also owe you some prose, too – I'll get to it eventually.

Hope all is well with you!



PK started DQYDJ in 2009 to research and discuss finance and investing and help answer financial questions. He's expanded DQYDJ to build visualizations, calculators, and interactive tools.

PK lives in New Hampshire with his wife, kids, and dog.

Don't Quit Your Day Job...

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